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Little House Capital’s Block Inc XYZ Stock Holding History

Little House Capital’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-845
Closed -$203K – 140
2021
Q3 		$203K Sell
845
-2
-0.2% -$514 0.12% 134
2021
Q2 		$206K Buy
+847
New +$196K 0.11% 137
2021
Q1 		– Sell
-1,048
Closed -$228K – 168
2020
Q4 		$228K Sell
1,048
-301
-22% -$58.7K 0.17% 100
2020
Q3 		$219K Buy
+1,349
New +$190K 0.18% 90
2019
Q2 		– Sell
-2,452
Closed -$183K – 282
2019
Q1 		$183K Buy
+2,452
New +$178K 0.14% 103

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Little House Capital's XYZ Position: Q4 2021 in Review

Little House Capital sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 845 shares — an estimated $203K sold.

Little House Capital first reported a position in XYZ in Q1 2019 and held it in 5 quarters. The position peaked at $228K in Q4 2020. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Little House Capital reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Little House Capital sold 845 Block Inc shares in Q4 2021, an estimated $203K.
  • Little House Capital first reported a position in Block Inc in Q1 2019 and held it in 5 quarters.
  • Little House Capital's Block Inc position peaked at $228K in Q4 2020.
  • 1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Little House Capital's 13F filing for Q4 2021, filed 15 Feb 2022.